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  1. Being able to add a "Files column" under the "Deals List View". I think it should look like the activities column, where you can click the button and it pops up and shows you all the activities. But in this case, when you click the file button it pops up and shows you all the files attached to the corresponding deal.

    2 votes

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    Open  ·  1 comment  ·  Deals  ·  Admin →
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  2. To have a notification sent to the previous owner when deals or companies changes ownership

    2 votes

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  3. For example, let's say we close a deal that yields 100k in each of FY23, FY24, and FY25. The ideal state would be to forecast a single opportunity so that the 300k total deal value is split between the three financial years in our revenue forecasting.

    1 vote

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  4. Add columns for the primary contact next task in the deals list.

    1 vote

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  5. In the Deals screen, allow me to add more than one person at a time with checkboxes. In the Deals screen, once a company is selected, a list of names appears. To add them into the deal only one name may be selected to add into the deal at once. I would prefer it if instead you would provide checkboxes so that all the names I want can be selected and added at once. The inability to to add more than one person at a time, is painful

    4 votes

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  6. 1 vote

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  7. Please provide the ability to edit the Deal Details section of a Deal record by allowing users to add custom fields to help better fit their business needs.

    12 votes

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  8. Recognize duplications based on Phone number as opposed to just email. Or a way to prohibit duplicate account creation unless permitted/send a notification to admin if a dupe is created.

    1 vote

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  9. We really need one place near the top (easily found) where we can put an exec brief about a deal that enables anyone to quickly capture the main project info. A second description panel would be good.

    1 vote

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  10. 2 votes

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  11. Please add a feature in which we can EDIT a deal directly from the CONTACT profile rather than having to click on the deal to edit it.

    2 votes

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  12. Allow for parent/child or dependent fields so when values in the parent field are selected, child fields appear and display only relevant values

    1 vote

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  13. Provide option to manually set order of contacts in deal profile

    2 votes

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  14. 1 vote

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  15. 1 vote

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  16. Having the ability to set a default pipeline for each team.

    Sales team - Sales Pipeline
    Project team - Project pipeline

    2 votes

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  17. 1 vote

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  18. Create a field for dates when moving to a new deal stage. For instance, a lead comes in on 4/13, a meeting is scheduled on 4/14, and then an RFP is generated on 4/20.

    Would be easier for reporting metrics internally to the sales team because you can get a daily, weekly, monthly, or annual view and have metrics week over week to speak to.

    For example, if running a report for the current week you would get:
    Leads 5
    Meetings Scheduled 3
    RFPS Obtained 2
    Won 1
    Lost 1

    2 votes

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  19. it would be great to be able to have a source contact and a customer contact on the deal. My deals always have a source and a final customer sometiomes they have a distributor in the middle

    2 votes

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  20. I use the CRM for mortgages. So my "deal" is a property. And every deal has multiple companies attached to it. For example in a normal transaction you would have a title company, an escrow company, an appraiser, the lender etc, etc.

    10 votes

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